CBIZ Investment Advisory Services, LLC
Position in TD — Toronto Dominion Bank
CIK 1795934
INDEPENDENCE, OH
Position in TD
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$43,714
+$10,123 QoQ
Shares Held
360
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#796
of 897 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TD Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026CBIZ Investment Advisory Services, LLC holds $1,445,701 across 5 Banks - Diversified names. TD ranks #4 (3.0% of the industry book) .
All Filings in TD
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $43,714 | 360 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $33,591 | 360 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $33,912 | 360 | Shares | Sole | 2026-02-09 | |
| No filing history on record for this holder in this stock. | ||||||